Melissa has more than 20 years of experience specializing in tax planning, consulting, and compliance services for high-net-worth individuals and families. She specializes in individual and fiduciary income tax, estate planning, charitable giving, and multi-generational family wealth. Melissa focuses on creating and maintaining strong relationships with her clients and collaborates with their advisors to implement tax-efficient strategies and solutions.
Melissa is a member of Family, Executive & Entrepreneur Advisory Services team. She is a Certified Financial Planner, Certified Divorce Financial Analyst and holds her CPA license in Virginia, California and Idaho.
Prior to joining Keiter, Melissa worked as a Tax Director in the northern Virginia office of BDO USA, P.C. in their high-net-worth practice and previously as a Tax Manager in the San Diego office of Deloitte as part of their Private Client Advisor team.
